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ClearServe

2 employees

ClearServe, a wealth management platform, helps family offices and other investors make better finance, investment and management decisions.

Basic info

Industry

financial services

Sectors

Accounting
Financial Services
Alternatives Tracking System
Financial Analytics and Report Generation
Software
Software Development
Data Aggregation
Management Information Systems

Date founded

2012

Funding rounds raised

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ClearServe raised undisclosed on May 4, 2017

Investors: Callais Capital

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ClearServe raised undisclosed on August 1, 2016

Investors: SixThirty Ventures

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ClearServe raised undisclosed on February 29, 2016

Investors: Callais Capital

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ClearServe raised undisclosed on June 1, 2015

Investors: WorldQuant Ventures LLC, SenaHill Partners, LP and Social Leverage

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ClearServe raised undisclosed on September 1, 2013

Investors: Scout Ventures, Green Visor Capital GP I LLC and SenaHill Partners, LP

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ClearServe raised undisclosed on January 1, 2012

Investors: Thayer Street Partners

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